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【Jefferies-2025研报】绩效食品集团(PFGC):投资者日要点.pdf

发布:2025-05-31约5.87万字共8页下载文档
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USA|FoodRetailDistribution

EquityResearch

PerformanceFoodGrouMay28,2025

InvestorDayTakeawaysFLASHNOTE

RATINGBUY

InvestorDayyieldedahigherthanexpectedsales/EBITDAoutlook(F28tgt

of$73-75b/$2.3-2.5b)andadeeperlookintoPFGCssalesmargindrivers,PRICE$89.01^

competitiveadvantagesincross-sellingacrossitsthreedivisions,andanPRICETARGET|%TOPT$102.00|+15%

over-archinggrowthcultureembeddedthroughouttheorg.WhilesomeNT52WHIGH-LOW$92.44-$61.60

uncertaintyexists,F25guidereiteratedandCohasavisiblepipelineforgrowthFLOAT(%)|ADVMM(USD)98.2%|108.51

acrosseachchannelasizablemktshareotythatseemsunderareciated.MARKETCAP$13.9B

ReitBuy.TICKERPFGC

^Priortradingdaysclosingpriceunlessotherwise

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